Northern Trust Mock Interview
Practice 30 Northern Trust interview questions covering wealth management, fiduciary standards, and client service excellence.
Question 11 of 30
Do you have your Certified Financial Planner (CFP) designation? If not, is this something you would like to achieve?
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Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
Being a Certified Financial Planner (this may be called something else in your region) is a prestigious designation because it reveals you're capable of meeting your client's needs despite the evolving requirements in the financial planning realm. During certification, you'll learn about several topics, including financial analysis, retirement plans, education, and disability plans, economics, credit and debt, investments, law, insurance, and more.
If you already possess industry certifications, that is great! Take the time to discuss what you learned and express the importance of continued education. If you are not yet certified, assure your interviewer that obtaining further industry designations is in your short-term career plans.
Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
"I believe it's imperative to be part of a national or federal body that educates and designates professionals in the wealth management industry. I am a certified financial planner and enjoy the benefits of having the CFP letters behind my name. They signify trust and knowledge, for which an investor should always look. I will continue to educate myself past the CFP designation as my career continues."
Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
"I have registered for my first information session and plan to earn my CFP designation in the next 2.5 years. I look forward to offering additional knowledge to my clients, and this designation is an important first step."
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